BALTIMORE – Helping clients meet their financial goals is essential. But pushing clients to exceed those goals can propel advisers to a new level.
“We’re dealing with money, but we’re not dealing with money,” Martin Seay, a CFP and assistant professor at Kansas State University, said at the FPA annual conference. Seay is an expert on positive psychology, which attempts to help already well-functioning individuals achieve their goals — even goals they are not aware of.
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